Financial Investment

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  • Understanding what it means to live with autism Prepared By: WestPoint Financial Group Autism Spectrum Disorders (ASD) affect nearly one in 150 children, 1 and present an evolving set of educational, health and financial challenges for their families.  With Harris Interactive, Easter Seals and Massachusetts Mutual Life Insurance Company (Mass Mutual) have undertaken a comprehensive study of these issues that clearly shows that families …
  • TRUST ISSUES: Four Common Concerns People Have About Special Needs Trusts Prepared By: WestPoint Financial Group A special needs trust (SNT) is a key component in a financial strategy for a person who has special needs. Various types are available and can: • receive assets – an inheritance, a court settlement, an insurance claim payment, gifts of money, life insurance proceeds, regular or sporadic cash deposits, and more, • …